Master school AP/AR: from requisitions and POs to invoices, payments, receivables, and 1099s. Learn fraud prevention, strong controls, compliance, and reporting practices to ensure accurate, transparent, and efficient financial operations.
Stay audit-ready by mastering fiscal year tasks: booking receivables/payables, managing taxes, handling contracts, and preparing letters. Learn to align activities, address findings, prep for audits, and apply GASB standards for accurate reporting.
Explore reconciling school district bank accounts with the general ledger. Learn best practices to spot discrepancies, stay audit-ready, and strengthen internal controls for effective cash management and accurate financial reporting.
Focus on accuracy, accountability, and funding integrity while managing data for audits, budgets, and reporting. Learn DPI systems and WISE tools, interpret mandates, align practices to timelines, and avoid compliance errors.
Build skills to manage K-12 grants. Learn to write, administer, and report on federal and state funds like Title and IDEA. Explore compliance, allowable costs, reporting, accountability, and documentation systems to ensure audit readiness.
Navigate special education accounting with funding sources, coding, and reporting. Learn Transfer of Service, Medicaid billing, High Cost Aid, Act 220, IDEA, WUFAR codes, CCIS, licensure, and strategies for tracking substitute costs and staffing.
Explore WUFAR, the language of Wisconsin school district accounting. Learn chart of accounts design, fund purposes, and applications through real-world district examples, gaining a clear, practical understanding of financial reporting requirements.
Learn school expenditure budgeting: set calendars, roles, and board input. Gain skills in forecasting, salary and benefits modeling, staffing alignment, documenting assumptions, managing timelines, and incorporating the tax levy.
Learn to forecast and manage cash flow, assess financial risk, and make informed short-term borrowing decisions. This course covers the role of fund balance in liquidity, the use of letters of credit, and strategies for identifying red flags early.
This course empowers education leaders to foster a culture of ethics, integrity, and transparency across their districts. Participants will explore real-world ethical dilemmas and develop the skills to navigate complex decisions with confidence.
Learn to prepare, interpret, and manage balance sheets in school finance. Cover debits, credits, assets, liabilities, revenues, expenditures, and fund balance. Explore deposits, interfund activities, and controls for accurate year-end statements.
Learn procurement strategies balancing fiscal responsibility and education. Cover bidding rules, vendor management, RFP use, P-cards, online purchasing, and cooperative options through State, CESAs, and UW System agreements.
Gain a practical grasp of district budgets: enrollment counts, revenue limits, and funding streams like property taxes, categorical and equalization aids. Learn to plan for personnel, wages, benefits, non-personnel costs, and understand fund balance.
Learn internal controls for school business offices: what they are, why they matter, and how to keep them effective. Protect against theft, fraud, or misuse, ensure reliable financials, and build taxpayer trust in district resources.